JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
1-Year Est. Return 22.34%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+22.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$356B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1 +$2.11B
2 +$1.5B
3 +$1.19B
4
ACN icon
Accenture
ACN
+$601M
5
D icon
Dominion Energy
D
+$535M

Top Sells

1 +$730M
2 +$681M
3 +$490M
4
EBAY icon
eBay
EBAY
+$454M
5
PEP icon
PepsiCo
PEP
+$417M

Sector Composition

1 Financials 13.25%
2 Healthcare 11.02%
3 Technology 10.59%
4 Industrials 9.14%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$622M 0.17%
12,289,676
-351,030
127
$620M 0.17%
16,096,503
+7,754,609
128
$615M 0.17%
13,790,743
+11,268,179
129
$610M 0.17%
15,427,815
-5,652,495
130
$610M 0.17%
1,940,948
+161,127
131
$610M 0.17%
6,224,356
-3,336,609
132
$605M 0.17%
7,434,293
+545,411
133
$599M 0.17%
21,839,131
+5,881,796
134
$598M 0.17%
16,954,986
-5,565,867
135
$595M 0.16%
9,006,271
-903,263
136
$587M 0.16%
8,261,715
+7,535,352
137
$582M 0.16%
7,141,689
+1,188,025
138
$580M 0.16%
7,175,267
+1,341,903
139
$577M 0.16%
5,883,861
-2,206,829
140
$576M 0.16%
4,201,636
-651,480
141
$574M 0.16%
3,719,278
+317,638
142
$573M 0.16%
28,065,339
-10,518,875
143
$570M 0.16%
7,180,441
-295,088
144
$568M 0.16%
20,724,668
-3,891,666
145
$565M 0.16%
4,981,792
-227,960
146
$564M 0.16%
7,198,851
+1,220,395
147
$562M 0.16%
6,315,594
-1,379,863
148
$561M 0.15%
13,687,691
+4,422,625
149
$561M 0.15%
8,551,402
-204,640
150
$561M 0.15%
10,342,888
-6,243,589